Eamonn Sheridan

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Central Banks
JPY yen
Central Banks

Saturday is the (time) line in the sand for the yen - Koizumi PM win could lift JPY

  • MUFG says a Koizumi win in Japan’s LDP leadership race could lift the yen, with reduced political uncertainty paving the way for a BOJ rate hike in October. Rival Sanae Takaichi, aligned with “Abenomics,” favours looser policy.
Central Banks
RBA Bullock 082025
Central Banks

RBA hold, preview. TD Securities: RBA unlikely to signal cuts as labour market stays firm.

  • TD Securities says RBA testimony points to no urgency for rate cuts, with domestic data firming, the job market still near full employment, and signs of an economic upturn. Cuts this year look harder to justify unless labour conditions deteriorate.
Central Banks
Goldman Sachs sized 22 July 2025 2
Central Banks

Goldman Sachs: Jobs data could decide equity-bond market split

  • Goldman Sachs says equities are pricing in a soft landing with fiscal-driven growth into 2026, while bonds are bracing for labour-market weakness. The split puts extra weight on the jobs report and other key data releases.
News
trump phone tweet 09 September 2025 2
News

US Senate Minority Leader Schumer says he would NOT support a 7 to 10 day CR.

  • The US government shut down starts at midnight Tuesday (US time) if no agreement is reached
News
Trump Bessent Lutnick
News

Trump's shut down is the plan to allow mass, permanent, firings of Federal workers

  • Trump is preparing to use a government shutdown to permanently shrink the federal workforce
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